ACT Two Investors LLC
Firm details
- Headquarters
- ,
- CRD number
- 294046
- Registered since
- April 25, 2018
- Website
- www.acttwoinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.9%
- Individuals1.63%
- Pension & Profit Sharing Plans1.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ACT Two Investors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and formed before 2018 (SEC registration year: 2018). It is individually owned and operates as a fee-based adviser charging a percentage of assets under management. The firm provides discretionary portfolio management primarily for individuals, families and small-business clients; its client mix also includes some institutional relationships. It does not position itself as an ESG-focused advisor, multi-state adviser, pension consultant, capital allocator, or related/advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Marcos Peixoto
Operations ConsultantCRD 4782526
Jeffrey Scharf
CCOCRD 5267192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$38.6M in ETFs
100%
$38.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $19.6M | 206,772 | 50.67% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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